corcamp pr 29march

HypermediaBusiness Applications

Corporate and Campaigner

Contact Information

2b, Professor Bergman St., Rabbin Science Park,Rechovot, 76100,Israel Phone: +972-8-936-3077Fax: +972-8-936-3066For general inquiries: [email protected] For sales inquiries: [email protected] For Technical Support: [email protected]

Web site: http://www.hyperms.com/

Document Information

© January 2011 Hypermedia Systems, Ltd. All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Hypermedia, Inc. Under the law, repro-ducing includes translating into another language or format. Every effort has been made to ensure that the information in this manual is accurate. Hypermedia, Inc. is not responsible for printing or clerical errors. Information in this document is subject to change without notice.

Trademarks and Software Information

Hypermedia ® and the Hypermedia logo design are registered trade-marks of Hypermedia, Inc. in the United States and various other coun-tries. All other trademarks are the property of their respective owners. Software ProtectionAs between the parties, Hypermedia Systems, Ltd. retains title to, and ownership of, all proprietary rights with respect to the software contained within its products. The software is protected by United States copyright laws and international treaty provision. Therefore, you must treat the soft-ware like any other copyrighted material (e.g. a book or sound recording).

HMC Product ManualRelease 5.1: April 2011

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Table of Contents

General Settings ............................................................................................. 1

Accessing the SMS Corporate and Campaigner ................................................................... 2

Defining the Settings............................................................................................................. 3

Managing Users..................................................................................................................... 6

Creating a .CSV File ............................................................................................................. 9

Using SMS Corporate ................................................................................. 10

Composing and Sending an SMS Message......................................................................... 11

Managing Contacts and Groups .......................................................................................... 12Adding a Single or Multiple Contacts ......................................................................... 12Creating a Group from Existing Contacts ................................................................... 13Creating a Group from a .CSV File ............................................................................. 14Editing or Deleting a Contact or Group....................................................................... 14

Reviewing Status................................................................................................................. 15

Using SMS Campaigner.............................................................................. 16

Distributing a Campaign Message ...................................................................................... 17

Using Interactive Message Response (IMR)....................................................................... 19

Reviewing Status................................................................................................................. 22

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Chapter 1

GENERAL SETTINGS

Hypermedia’s SMS Corporate and Campaigner are pre-installed on the SMS PRO Gateway. They are also available as software which can be added to an existing Hypermedia Gateway. When purchased as add-on software, Hyper-media Technical Support installs the software on the Gateway.This section includes:• “Accessing the SMS Corporate and Campaigner” on page 2• “Defining the Settings” on page 3• “Managing Users” on page 6

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Accessing the SMS Corporate and CampaignerTo access the SMS Corporate/Campaigner main screen:1. Open a web-browser and enter the SMS Corporate URL. The URL is pro-

vided by the Network Administrator. The Login Screen is displayed.

Figure 1: The SMS Corporate/Campaigner Login Screen

2. Enter the Username and Password and click Login. The Corporate/Cam-paigner main screen is displayed.

Figure 2: SMS Corporate Main Screen

HMC Product Manual 2Release 5.1: April 2011 Accessing the SMS Corporate and

Defining the SettingsTo define the settings:1. Access the Corporate/Campaigner main screen (see “Accessing the SMS

Corporate and Campaigner” on page 2).

Only a user defined as an Administrator has access to the Settings screen.

2. From the upper-right corner of the Corporate/Campaigner main screen, click Settings. The Settings screen is displayed.

Figure 3: The Settings Navigation Panel

Warning

Only change Server Connection settings when instructed to do so by Hypermedia Technical Support.

3. Define the General Settings:a. Click General Settings. The SMS Settings screen is displayed.

Figure 4: The General Settings Screen

HMC Product Manual 3Release 5.1: April 2011 Defining the Settings

b. To import a company logo:i. Click Select. The standard Windows Open dialog box is

displayed.ii. Locate and select the logo file. Its name appears in the field.iii. Click Import. The confirmation message is displayed and the

logo appears. c. Select or clear the Enable/Disable checkbox. When selected, the

system will remember which user sent the SMS and be able to receive a return SMS from the person who received the original message.i. Enter the text of the message.ii. Enter the number of hours the system will remember the sender.iii. Click Save.

4. Define the Email Settings:a. Click Email Settings. The Email Settings screen is displayed.

Figure 5: The Email Settings Screen

b. Complete the four fields.c. Click Update.

5. Define the Personal Settings:a. Click Personal Settings. The Personal Settings screen is displayed.

Figure 6: The Personal Settings Screen


b. Optionally, change the password.c. Optionally, create a signature. This is a closing that will be added to

every SMS. i. Enter your name.ii. Enter the phone number of your mobile phone.iii. Enter a comment.iv. Click Update.

6. From the bottom of the Settings navigation panel, click Close. The new settings are saved and focus is returned to the Corporate and Campaigner main screen.


Managing UsersUse the Management screen to control who has access to the SMS Corporate and SMS Campaigner, the privileges they have access to, and to add credit to control the duration of their access. To manage users:1. Access the Corporate/Campaigner main screen (see “Accessing the SMS


Only a user defined as an Administrator has access to the Management screen.

2. From the upper-right corner of the Corporate/Campaigner main screen, click Management. The User Management screen is displayed.

Figure 7: User Management Screen

3. Click Add new user. The Add User screen is displayed in the right pane.

Figure 8: The Add User Screen

4. Enter the User Name.5. Enter the Password.

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6. From the Class dropdown menu, select a category name.

Figure 9: Class Dropdown Menu

The privileges and restriction of each class are:CorporateHas access to SMS Corporate but not to SMS Campaigner and not to Settings and Management.CampaignHas access to SMS Campaigner but not to SMS Corporate and not to Settings and Management.PlatinumHas access to both SMS Campaigner and SMS Corporate but not to Settings and Management.AdministratorHas access to SMS Campaigner, SMS Corporate, and to Settings and Management.

7. From the Credit dropdown menu, select a Credit type. Credit determines the number of SMSs that a User can send within a specific period of time. The Credit types are defined by the Administrator (see step #9).

8. Click Add User. A message confirms that the new User has been created.9. Optionally, the Administrator can edit existing Credit types or create a

new Credit type:a. Either, click New Credit to create a new Credit type, or, to edit an

existing Credit type, select the Credit type from the Credit dropdown menu and click Edit Credit.

Figure 10: The New Credit Type Screen

b. Enter a name for the new Credit Type.


c. From the Credit Type dropdown menu, select either:• Expiration date

Use this type to limit the time the User has access to the system while allowing them to send an unlimited number of SMSs.

• per Day Use this type to limit the number of SMSs that a User can send per day.

• Time Frame Use this type to limit the User’s access to a specific period of time.

• Quota Based Use this type to limit the User only to the number of SMS credits they have, without a time limit.

d. Enter the Start date. e. Enter the Expiration date. f. In the No of SMS field, enter the quantity of SMSs the User will be

allowed to send.g. Click Create.


Creating a .CSV File There are several cases where information can be prepared in a .CSV file and then uploaded.To prepare the .CSV file:1. Create a new file whose file-name ends with the extension .csv.

One option for creating the .csv file is to use Microsoft Excel. From the File > Save as > Save as type dropdown list, select .csv. When using Excel, do not enter commas.

2. In the first column of the first row of the .csv, enter the field name phone. 3. In subsequent columns of the first row, assign unique field names.

Common field names are name, msg, and email.4. Ensure that:

• The first row contains the field names.• Each row contains information for a single recipient only.• If not using Excel, a comma separates each field.

If the msg field is left blank, the generic message is sent.

5. Save and close the .csv file.

Figure 11: Sample .CSV File Created in Excel

HMC Product Manual 9Release 5.1: April 2011 Creating a .CSV File

Chapter 2

USING SMS CORPORATE

Use SMS Corporate to send SMS messages to a single contact or to a group of contacts.This section includes:• “Composing and Sending an SMS Message” on page 11• “Adding a Single or Multiple Contacts” on page 12• “Creating a Group from Existing Contacts” on page 13• “Creating a Group from a .CSV File” on page 14• “Editing or Deleting a Contact or Group” on page 14• “Reviewing Status” on page 15

HMC Product Manual 10Release 5.1: April 2011 Creating a .CSV File

Composing and Sending an SMS MessageTo compose and send an SMS message:1. Access the Corporate/Campaigner main screen (see “Accessing the SMS


2. Ensure that the Corporate tab ( ) is selected. The Compose a text message pane is displayed.

Figure 12: The Compose Pane of the SMS Corporate

3. Enter the cell-phone number of the contact in the To: field. 4. Enter the text of the SMS in the Message text: field.

Variables can be used only when populating the To: field by using a .csv file. To use variables, such as the recipients name, type the dollar sign followed by the field name. For example, if the field name “title” exists, type $title.

5. Optionally, select the Reminder checkbox. When selected, enter the date and time of day the message is to be sent.

Figure 13: The Scheduling Feature

6. Optionally, select the With special signature checkbox. When selected, the pre-configured signature is appended to the SMS message (see step 5c on page 5).

7. Click Submit. A confirmation message is displayed.

HMC Product Manual 11Release 5.1: April 2011 Composing and Sending an SMS

Managing Contacts and GroupsSimplify use of the SMS Corporate by entering Contacts and creating Groups.

Adding a Single or Multiple Contacts

To enter a Contact:1. Access the Corporate/Campaigner main screen (see “Accessing the SMS


2. Ensure that the Corporate tab ( ) is selected.3. From the Navigation Pane, click New contact. The Add Contacts screen

is displayed.

Figure 14: The Add Single/Multiple Contacts Screen

4. To add a single contact, enter their Name, Email address, and Phone number and click Add. A message confirms that the new contact has been added successfully.

5. To add a list of contacts:a. Ensure that the .CSV file is prepared (see “Creating a .CSV File” on

page 9).b. Click Select. The standard Windows Open dialog box is displayed.c. Locate and select the .csv file. Its name appears in the CSV File:

field.d. Click Import CSV File.

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Creating a Group from Existing Contacts

To create a Group from existing contacts:1. Access the Corporate/Campaigner main screen (see “Accessing the SMS


2. Ensure that the Corporate tab ( ) is selected.3. Ensure that the contacts have already been added.4. From the Navigation Pane, click New group. 5. Ensure that the New Group from Existing Contacts screen is displayed.

Figure 15: The New Group from Contacts Screen

6. Enter a Name for the New Group.7. Click Add. The name appears in the Groups list.8. From the Existing Contacts list, select contacts.

9. Click . The contacts are added to the Group.


Creating a Group from a .CSV File

To create a Group from a .CSV file:1. Access the Corporate/Campaigner main screen (see “Accessing the SMS


2. Ensure that the Corporate tab ( ) is selected.3. Ensure that the .CSV file is prepared (see “Creating a .CSV File” on

page 9).4. From the Navigation Pane, click New group. 5. Click From a .CSV file. The New Group from a CSV file screen is dis-

played.

Figure 16: The New Group from .CSV File Screen

6. Enter a Name for the New Group.7. Click Add. The name appears in the Groups list.8. Browse to locate and select the .CSV file.

9. Click . The .CSV file is uploaded and the contacts are added to the Group.

Editing or Deleting a Contact or Group

To edit or delete a Contact or Group, click the icons on the main screen:

• Click this icon to edit.

• Click this icon to delete.


Reviewing StatusTo review the status of messages:

1. Ensure that the Corporate tab ( ) is selected.2. From the upper left corner, click Status. The Status screen is displayed.

Figure 17: SMS Corporate Status Screen

3. Select one of the options in the left column—Inbox, Outbox, Error, or Sent. SMS messages are displayed in the top panel.

4. Select an SMS message. Details are displayed in the lower panel.5. Optionally, select an SMS and click Add to Contacts to add contact infor-

mation to the list of saved contacts.

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Chapter 3

USING SMS CAMPAIGNER

Use the SMS Campaigner to create, run, and manage SMS campaigns. This section includes:• “Distributing a Campaign Message” on page 17• “Using Interactive Message Response (IMR)” on page 19• “Reviewing Status” on page 22


Distributing a Campaign MessageTo compose and distribute a Campaign message:1. Prepare a comma-separated value (.CSV) file with campaign recipient

information (see “Creating a .CSV File” on page 9).2. Access the Corporate/Campaigner main screen (see “Accessing the SMS


3. Ensure that the Campaigner tab ( ) is selected. The Compose a bulk message pane is displayed.

Figure 18: The Compose Pane of the SMS Campaigner

4. Enter the campaign’s name in the Campaign Name field.5. Upload the .csv file.

a. Click Select. The standard Windows Open dialog box is displayed.b. Locate and select the .csv file. Its name appears in the CSV File:

field.6. Enter the text of the SMS in the Message text: field.7. From the Sending options dropdown list, select from the following:

SMS OnlyThe message is delivered only via SMS.Email OnlyThe message is delivered only via email. Ensure that the email settings are defined (see step 4 on page 4).SMS + EmailThe message is sent both via SMS and via email.

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Successful SMS or EmailThe message is sent first, via SMS, and then, if the SMS is not successful, via email.

8. Optionally, select the Reminder checkbox. When selected, enter the date and time of day the message is to be sent.

Figure 19: The Scheduling Feature

9. Optionally, the Administrator can select either: Send NowThe message is sent immediately.Send to Queue.The message is sent to the queue and is sent when the queue reaches the SMS.

10. Disable or Enable IMR (Interactive Message Response). See “Using Interactive Message Response (IMR)” on page 19.

11. Optionally, click More. The Periodic Activity feature is displayed. When configured, the Gateway reruns the campaign with the designated fre-quency.

Figure 20: Periodic Activity Feature

To configure Periodic Activity:a. Select the checkbox.b. From the dropdown menu, select a time interval.c. Move the slider marker to the right to increase activity.

12. Click Submit. A message confirms that the new campaign has build has been saved successfully.

HMC Product Manual 18Release 5.1: April 2011 Distributing a Campaign Message

Using Interactive Message Response (IMR)To configure the IMR (Interactive Message Response):1. Plan the IMR campaign. Ensure that the body of the SMS contains

response instructions, for example: “Press 1 for YES or press 2 for NO”.2. Complete steps 1–9 described in “Distributing a Campaign Message”

beginning on p. 17.3. Select Enable IMR. The Settings link is displayed.4. Click Settings. The “Build your IMR Campaign” screen is displayed.

Figure 21: Build a New IMR Campaign Screen

5. Ensure that, from the Choose dropdown menu, New IMR is selected.6. In the Campaign pane, select New Campaign.7. Click Rename. The name becomes a blank field.8. Name the campaign and press Enter. The name is displayed.9. Select the campaign name and click Create Response. Repeat this for the

number of responses required for the campaign.

Figure 22: Campaign Pane with Responses

10. Select the first Response.

The Campaign Pane

HMC Product Manual 19Release 5.1: April 2011 Using Interactive Message

11. Using the Value and Label fields, configure the Response.The Value field defines the number that the User will press on their phone’s number pad.The Label field defines the option that the User is selecting.

12. Click Update. The new information is displayed in the Campaign pane.

Figure 23: The Value and Label Fields

13. Repeat steps 10–12 for each Response.

Figure 24:


14. Optionally, create second level responses.a. Select the first Response. b. Click Create SubCampaign. The “Type the response message” box

is displayed.

Figure 25:

c. Enter the second level response and click Update. d. Repeat steps a–c for each of the Responses.

Figure 26:

15. Click Save. The “Build your IMR Campaign” screen closes. A green checkmark appears next to the Settings link.


Reviewing StatusTo review the status of messages:

1. Ensure that the Campaigner tab ( ) is selected.2. From the upper left corner, click Status. The Status screen is displayed.

Figure 27: SMS Campaigner Status Screen

3. Select one of the options in the left column—Schedulled, In Process, or Completed. Campaign information is displayed in the top panel.

4. Select a Campaign. Details are displayed in the lower panel.5. Optionally:

• From Scheduled or In Process, click Edit to reconfigure the campaign parameters.

• From Completed, click Export to CSV to save the information in a comma separated file (csv) on your computer.


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